See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,516 | $95,453-29.3% | $112,040-39.7% | $82,448-18.1% |
| Participation rate | 76.7% | 72.8%+4.0pp | 76.5%+0.3pp | 68.1%+8.7pp |
| Annual return | 13.96% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $691 | $2,318-70.2% | $2,954-76.6% | $2,551-72.9% |
| Participant deferral / active EE | $2,935 | $4,224-30.5% | $5,098-42.4% | $4,139-29.1% |
| Admin fee / account holder | $2,738 | $9,013-69.6% | $12,098-77.4% | $7,234-62.1% |